Dynamic Senior Tax Professional with expertise in team motivation, coaching, and problem-solving. Proven ability to enhance team productivity and develop staff skills, ensuring compliance and client satisfaction.
23
Years of experience
Work History
Team Leader/Senior Tax. Professional
4 Months
H&R Block | Humboldt, TN | 12.2025 - 04.2026
Guided team of tax professionals to maintain compliance with IRS
Completed 326 tax returns allow with leading the office.
Applied client feedback to enhance service delivery, contributing to improved client satisfaction.
Optimized workflow processes to boost efficiency in tax preparation operations.
Coordinated scheduling and resource allocation for peak tax season
Conducted performance evaluations, providing actionable feedback for team development.
Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Empowered team members by delegating responsibilities according to individual strengths and areas of expertise
Promoted respect and understanding among team members, fostering an inclusive and diverse team culture.
Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Implemented efficient work processes and reviewed performance metrics, resulting in enhanced team productivity.
Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring.
Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
Coordinated resources effectively to meet project deadlines and achieve desired results.
Multi Team Lead
4 Years 4 Months
H&R Block | Jackson, TN | 01.2020 - 05.2024
At H&R Block I was responsible for 4 offices coaching,leading, scheduling,& goals.
Supervised team of tax professionals, ensuring compliance with regulations and accuracy in filings.
Led team in delivering exceptional client service during tax preparation season.
Developed training programs for new hires, improving onboarding efficiency and employee retention.
Office Manager
15 Years 6 Months
H&R Block | Jackson, TN | 10.2003 - 04.2019
Coordinated office operations to ensure efficient workflow and timely service delivery.
Managed team schedules
Trained and mentored staff on customer service and client focus
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Streamlined office operations by implementing efficient filing systems and organizational strategies
Completed over 200 tax returns while managing office
Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Managed daily office operations, ensuring efficiency and organization within the team.
Oversaw scheduling and coordination of client appointments and staff meetings.
Supervised front desk staff, fostering a collaborative and productive work environment.
Operations
6 Years 8 Months
H&R Block | Jackson, TN | 08.2010 - 04.2017
At H&R Block I completed set up for the office readiness for tax season.
Cleaned,painted, organized offices to planogram
Worked in multiple districts.
Completed office readiness in 20 offices
Education
High School Diploma
Jackson Central Merry | Jackson, TN | 06-1977
Skills
Teamwork and collaboration
Computer skills
Employee training
Multitasking Abilities
Cash handling
Evaluating employee work
Team motivation
Problem-solving
Coaching and mentoring
Attention to detail
Performance improvement
Goal setting
Client service
Shift scheduling
Accomplishments
Lead a new company office to number 1 in the region in 2026 tax season.
Team Leader, Senior Group Leader Engineering at New United Motors Manufacturing Inc.Team Leader, Senior Group Leader Engineering at New United Motors Manufacturing Inc.